Meta, Microsoft, and Google parent Alphabet are expecting a cumulative $228 billion in capital expenditures in 2025, driven ...

Companies have continued to cut jobs in 2025 after a wave of layoffs last year. Meta, Microsoft, BlackRock, and Ally are ...

Microsoft's stock price, trading between $400-450 for a couple of months now, is back to levels I consider reasonable for ...

Big Tech’s earnings season is nearly over, with just Amazon and Nvidia left to announce their quarterly performance. And ...

To its credit, Microsoft is in a solid competitive position to benefit from enterprise investment in AI services. Microsoft's ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

While stressing Meta's demographic advantage and the possible unfavorable market reaction to an overpriced sale, Doug and Lee ...

AI agents, power struggles, and more apps from third-party developers: Here’s what’s coming in 2025 and beyond ...

The pressure is on Amazon.com to deliver on lofty expectations for cloud computing in its fourth-quarter results on Thursday, ...

I f investment in data centres is about to slow, nobody told Mark Zuckerberg. On January 29th, during an earnings call, ...

Executives are increasingly fielding analyst questions about the impact of China's DeepSeek AI on their business — and ...